+811.7%
ENTG vs CPB
-44.2%
+855.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.4% |
| 7D | +8.9% | -8.0% | +16.9% | +9.2% |
| 30D | -0.8% | -2.4% | +1.6% | -0.8% |
| 3M | +6.6% | +0.5% | +6.0% | +6.3% |
| 6M | +22.1% | -10.5% | +32.5% | +22.8% |
| YTD | +70.2% | -17.5% | +87.7% | +72.0% |
| 1Y | +76.7% | -31.0% | +107.7% | +81.2% |
| 3Y | +50.5% | -40.6% | +91.1% | +54.2% |
| 5Y | +21.8% | -37.7% | +59.5% | +22.4% |
| 10Y | +811.7% | -43.4% | +855.2% | +826.2% |
| All | +811.7% | -44.2% | +855.9% | +826.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling